HULAX Mutual Fund
HULAX Mutual Fund
HULAX Mutual Fund
Hawaiian Tax-Free Trust Class A
HULAX Mutual Fund Overview
HULAX Mutual Fund (Hawaiian Tax-Free Trust Class A) is managed by Aquila Group of Funds with $569.2M in net assets. HULAX expense ratio is 0.91%, holding 104 positions across sectors including Financials, Utilities. Inception date: 1985-02-20.
HULAX performance shows a YTD return of 0.23%. The 1-year return is 4.57% and the 5-year return is 0.12%. HULAX dividend yield stands at 2.57%, paid monthly.
HULAX top holdings include Hawaii St 5.25% 07/51 (6.5%), Honolulu City & Cnty Hi 07/01/2038 (5.2%), Honolulu Hawaii City & Cnty Wa 5.25% Jul 01, 2055 (4.7%), Honolulu Wstwtr 5% 7/1/2051 (4.1%), State Of Hawaii Department Of Budget & Finance 5.00% 07/01/2042 (3.5%). Go to all HULAX holdings, HULAX sectors, or HULAX dividends.
HULAX can be compared against other funds. Use HULAX overlap to find shared positions, or HULAX vs another fund for a side-by-side view. HULAX alternatives are available via the screener, along with tax-loss harvesting opportunities.